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Accelerating Real ChangeJune 18th 2014

#30pcchange

www.30percentclub.org

@30percentclub

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3.30pm Welcome Peter Grauer, Chairman, Bloomberg L.P. and Founding Chairman, 30% Club U.S.

3.35pm The 30% Club approach Helena Morrissey, Founder 30% Club and CEO Newton

3.45pm Views from the top Panel discussion between Sheila Penrose, Chairman of the Board, Jones Lang LaSalle, Irene Dorner

President and CEO, HSBC USA, Vikram Malhotra, Chairman of the Americas, McKinsey & Co. and Richard MacWilliams, Chairman of BoardEx Moderator – Helena Morrissey

4.10pm Ideas to Accelerate Change Introduced and compered by Kiersten Salander, Deputy Chief of Staff, Chairman’s Office and Chair, 30% Club U.S.

i) Investors – the power of constructive engagement Panel discussion between Sandra Carlisle, Head of Responsible Investing, Newton Capital

Management, Scott Powers, President and CEO of State Street Global Advisors, and Eve Ellis, Financial Advisor, Matterhorn Group, Morgan Stanley Wealth Management. Moderator – Curtis Arledge, Vice-Chairman, BNY Mellon and CEO Investment Management

ii) Executive Search – a key component of the wheel of change Conversation between Ron Lumbra, Managing Director, Russell Reynolds Associates and

Heather McGregor, Managing Director, Taylor Bennett and 30% Club UK Steering Committee member. Moderator – Peter Felix CBE, President, Association of Executive Search Consultants

iii) The 30% Club Cross-Company Mentoring Scheme Video introduced by Abu Bundu-Kamara, UK Diversity Manager, Pearson plc

iv) The power of measurable objectives and deadlines: Lloyds’ 2020 plan Fiona Cannon OBE, Director of Diversity and Inclusion, Lloyds Banking Group

5.05pm The intersection between public policy and private sector initiatives Filmed conversation between Lord Davies and Helena Morrissey followed by a discussion between

Peter Grauer and Valerie Jarrett, Senior Advisor to Barack Obama. Moderator – Lauren Leader Chivée, Executive Advisor to Deloitte Consulting, Founder and CEO of All In Together

5.30pm Challenging received wisdom A presentation of ‘Cracking the Code’ – new research for the 30% Club – by Eric Pliner, Director, YSC

5.50pm Collaborating to achieve change Conversation between Helena Morrissey and Sallie Krawchek, Business Leader, Chair of Ellevate

Network and Ellevate Asset Management.

6.00pm Drinks reception

Please note that this is an on the record event and views expressed are not necessarily representative of all 30% Club members. With sincere thanks to Bloomberg for generously sponsoring the event.

Accelerating Real ChangeJune 18th 2014

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Peter T. GrauerChairman of Bloomberg L.P.

Peter T. Grauer is Chairman of Bloomberg L.P., the global financial information and media company. He has been a member of the Bloomberg Board since October 1996 and was named Chairman of the Board in March 2001 succeeding Michael R. Bloomberg. Mr. Grauer joined Bloomberg full time as Chairman, President and CEO in March 2002. Prior to this, he was a Managing Director of Donaldson, Lufkin & Jenrette from 1992 to 2000 when DLJ was acquired by Credit Suisse First Boston. He served as a Managing Director and Senior Partner of CSFB Private Equity until March 2002. Mr. Grauer is a founder of DLJ Merchant Banking Partners and DLJ Investment Partners. He is a graduate of the University of North Carolina and the Harvard University Graduate School of Business, Program for Management Development.

Mr. Grauer serves as lead director of Davita Health Care Partners, Inc. and Senior Independent Director of Glencore. He is a member of the Business Council, the International Business Council of the World Economic Forum and Founding Chairman of the Community of Chairmen at the World Economic Forum. Mr. Grauer is currently a member of the Board of Trustees of the University of North Carolina at Chapel Hill, President of the Board of Trustees of the Inner City Scholarship Fund in New York City, Chairman of the Rockefeller Finance & Operations Committee, a member of the Board of Directors of Room to Read, a member of the Board of the Prostate Cancer Foundation and Chairman of the College Advising Corps. He is also Founding U.S. Chair of the 30% Club, a Member of the Advisory Council of Out on the Street and a member of the McKinsey Advisory Council. Mr. Grauer and his wife Laurie have three daughters.

Helena Morrissey FSIP CBE CEO, Newton and Founder 30% Club

Helena joined Newton in 1994 as a fixed income fund manager and was appointed CEO in 2001.

In 2010, Helena founded the 30% Club, a cross-business initiative aimed at achieving 30% women on UK corporate boards by 2015 through voluntary, business-led change. She also chairs Opportunity Now, Business in the Community’s gender diversity campaign. She was appointed CBE in the 2012 New Year’s Honours list.

Helena was voted one of the ‘50 Most Influential People in Finance’ by Bloomberg Markets Magazine in October 2013. In 2010 she was named the Financial News ‘Most Influential Woman in European Asset Management’.

A Cambridge philosophy graduate, she began her career as a global bond analyst with Schroders in New York. Helena is married with nine children.

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Sheila Penrose

Having served on several corporate boards over the last 15 years, Sheila Penrose is currently a Director of McDonald’s and Datacard Group, and Chairman of the Board of Jones Lang LaSalle.

She co-founded and co-chairs Corporate Leadership Center to augment and accelerate the leadership development of senior executives in F500 companies.

Sheila was the first woman member of Northern Trust Corporation’s Management Committee. Under her leadership the business transformed from a product-led to a client segment-focused organization, resulting in annual growth of 17%. As president of Corporate and Institutional Services, she oversaw several acquisitions driving the bank’s global expansion. Subsequently, Sheila served as Executive Advisor to Boston Consulting Group.

Before moving to the U.S., Sheila was Economic Advisor to the British Treasury, a negotiating team member on the UK’s agreement with the IMF and advisor on budget policy and anti-inflation strategies in the aftermath of the world oil crisis.Sheila began her career as a lecturer in Economics at Central London Polytechnic. She holds a degree in economics and a graduate diploma in education from the University of Birmingham, UK, as well as a master’s degree from London School of Economics and Political Science (LSE). She attended the Executive Program at Stanford Graduate School of Business, later serving on the Advisory Board.

Her not-for-profit directorships include the LSE Advisory Board, the Chicago Council on Global Affairs, Rush Medical Center, the Museum of Science and Industry, the Chautauqua Institution, Chicago Shakespeare Theater, and the Chicago Club. Sheila is a member of The Chicago Network, National Association of Corporate Directors, the Civic Committee of the Commercial Club, Chicago Club, Executives Club and Economic Club of Chicago. Sheila has been profiled in many business periodicals. Her awards include the Anti-Defamation League’s Woman of Achievement, Girl Scouts Luminary, Midtown Metro Leader, YWCA Lifetime Achievement and Junior Achievement Business Hall of Fame.

Irene Dorner

Irene Dorner was named President and CEO of HSBC USA effective November 2011, overseeing HSBC Bank USA, N.A., and HSBC Finance Corporation. She also serves as Director, HSBC North America Holdings Inc., HSBC USA Inc. and HSBC Bank USA, N.A., and was appointed a Group Managing Director of HSBC Holdings plc with effect from February 1, 2013.

Prior to her current role, Dorner served as President and CEO of HSBC Bank USA, N.A.

Dorner joined the organisation in 1982 as an in-house lawyer at Samuel Montagu & Co Limited, the merchant banking arm of Midland Bank, which was later acquired by the HSBC Group. She held positions as Chief Operating Officer of Treasury and Capital Markets, and General Manager of Marketing and Human Resources functions for HSBC Bank plc. Dorner also had responsibility for HSBC Bank plc’s branch network in the North of England, Scotland and Northern Ireland, and also held the position of General Manager, Premier and Wealth Management of HSBC Bank plc. She was appointed Deputy Chairman and CEO HSBC Bank Malaysia Berhad in 2007, where she served until her appointment to the U.S. in January 2010.

Dorner was named the 2012 Most Powerful Woman in Banking by American Banker. In late 2012 she was named Chairman of British American Business. She also serves on the boards of the Financial Services Roundtable, The Clearing House, the Partnership for New York City, and the Committee Encouraging Corporate Philanthropy.

Dorner graduated from St. Anne’s College Oxford with a B.A. in Jurisprudence and is an Honorary Fellow of the College.

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Vik Malhotra

Vik Malhotra is the Chairman of the Americas and a Senior Partner at McKinsey & Company. Vik joined the Firm in 1986 and has spent his career in the New York Office where he has focused on serving clients in the financial services industry. As the Chairman of the Americas for McKinsey, he leads the practices in both North America and Latin America. He is a member of the Firm’s Operating Committee, the Firm’s Shareholders Council (Board of Directors), and the Firm’s Director (Senior Partner) Review Committee. In the past, Vik has led McKinsey’s Northeast Office (New York, Boston, Stamford) the East Coast Financial Institutions Practice, North American Life Insurance Practice, the North American Personal Financial Services Practice, and co-led the Emerging Markets Financial Institutions Practice.

During his time at McKinsey, Vik Malhotra’s consulting experience has covered a broad range of assignments on corporate strategy, business unit strategy, growth strategies, performance transformation, organizational design, operational improvement, and business process offshoring.

Vik is also active with major non-profits outside McKinsey. He currently serves as a Trustee of The Conference Board and the Wharton Graduate School (University of Pennsylvania). He is also a Trustee Emeriti of the Asia Society.

Before joining McKinsey, Vik Malhotra graduated from the Wharton School, University of Pennsylvania. Prior to receiving his MBA he worked at the accounting firm of Ernst & Whinney in London, England. Vik Malhotra received his undergraduate degree in economics from the London School of Economics in 1980.

Richard K. MacWilliams

Dick MacWilliams is Chairman of BoardEx, a global leader in Relationship Capital Management. He is also Managing Partner of eBond Advisors and Chairman of Intelligent Markets, a trading system software provider to investment banks.

Previously, Mr. MacWilliams was Executive Vice President of Bridge Information Systems, now part of Thomson Reuters. Mr. MacWilliams joined Bridge as a result of Bridge’s acquisition of EJV Partners, where he served in various roles including President and Chief Executive Officer. EJV Partners was a joint venture among six large Wall Street firms and specialized in fixed income data and trading systems.

Mr. MacWilliams previously served as Executive Vice President and trading manager for Drexel Burnham Government Securities and held a similar post at Donaldson Lufkin & Jenrette (DLJ). While at DLJ Mr. MacWilliams was also President and CEO of ACLI Commodity Services, a worldwide commodity trading company acquired by DLJ in 1981. Mr. MacWilliams earned a B.A. from Bucknell University, where he is former trustee.

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Kiersten Salander

Kiersten Salander is Deputy Chief of Staff to the Chairman of Bloomberg L.P., the leading global provider of financial news and information. She joined Bloomberg in the Chairman’s Office in October 2005. Kiersten is Chair of the U.S. Steering Committee for the 30% Club, a group of Chairs and CEOs committed to better gender balance at senior management levels. Prior to Bloomberg, she worked in account management at Ogilvy & Mather. She holds a B.S. in Business Management from Washington and Lee University and is a member of the Washington and Lee University New York Alumni Committee.

Sandra Carlisle

Sandra is Head of Responsible investment at Newton. Prior to joining Newton, Sandra was a director at F&C Investments responsible for the marketing and business development of F&C’s ethical and sustainable investment products. She set up a sustainability and climate change practice at Brunswick and ran the specialist global thematic sustainability investment team at Citi. Whilst at Citi, Sandra co-founded Citiwomen, a group-wide diversity network which won a BITC Opportunity Now award in 2001. Sandra has also worked for Deutsche Bank and SG Warburg and spent several years at JP Morgan in its sovereign debt restructuring team. Sandra is an Oxford modern languages graduate and speaks fluent French and German and conversational Italian. Sandra is a keen equestrian, theatre-goer and opera-lover in her spare time.

Scott F. Powers

Scott is President and Chief Executive Officer of State Street Global Advisors (SSgA), the investment management arm of State Street Corporation and a global leader in asset management. He is also a member of State Street’s Management Committee, the company’s senior-most strategy and policy-making team and sits on the State Street Major Risk Committee.

Prior to joining State Street in May 2008, Scott served as CEO of Old Mutual U.S., the U.S. operating unit of London-based Old Mutual plc. During his seven-year tenure at Old Mutual, he was one of six senior executives overseeing the worldwide operations and was also a member of Old Mutual’s executive committee, where he was actively involved in the development and execution on overall business strategy.

Previously, Scott held senior management positions at Mellon Institutional Asset Management and The Boston Company Asset Management. While at The Boston Company Asset Management, he served as Chief Operating Officer and Head of Marketing and Client Services. Scott began his career as a financial services advisor with Dean Witter Reynolds.

Scott attended St. Paul’s School and has an A.B. in Economics from Harvard College. Additionally, Scott is a trustee at Middlesex School, and a Board member of The United Way of Massachusetts Bay.

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Eve Ellis

Eve Ellis, partner in The Matterhorn Group of Morgan Stanley, a full-service wealth advisory group for individuals and institutions, is a portfolio manager of The Parity Portfolio, a gender lens discretionary portfolio, providing investors with opportunities to seek financial and social returns. The Parity Portfolio has been featured in DealBook in the New York Times, the Wall Street Journal, as well as in articles in the Huffington Post, The Globe & Mail, and Zeit Online.

Eve, who earned her B.A. at Yale University, is a CFP™, CIMA®, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. She was certified by the Institute for Preparing Heirs, and is a member of the Association of Professional Investment Consultants (APIC).

Eve is active in numerous organizations including the Ms. Foundation for Women (Executive Committee; Co-Chair, Investment Committee), Jewish Women’s Archive (Chair, Investment Committee), Maccabi USA (Board Member), 2020 Women on Boards (NYC Steering Committee), and the Thirty Percent Coalition (Institutional Investors Committee). A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.

Curtis Y. Arledge

Curtis Arledge is Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Management, which includes the company’s asset management and wealth management businesses.

Additionally, Curtis is a member of BNY Mellon’s Executive Committee, which is the senior-most governing body of the corporation.

Prior to joining BNY Mellon in November 2010, Curtis was the chief investment officer for fundamental fixed income portfolios at BlackRock, Inc. He joined BlackRock from Wachovia Corporation, where he was the global head of the fixed income division within the bank’s corporate and investment banking group. He spent 12 years of his career at Wachovia, and had oversight for various business lines in the U.S., Europe and Asia, including leveraged finance, investment grade, global rates, structured products, corporate loan and commercial real estate portfolios, and financial institutions investment banking.

From 1993 to 1996, Curtis was a founding member of Mariner Investment Group, specializing in fixed income arbitrage trading. From 1988 to 1993, he was a fixed income portfolio manager at BlackRock. A graduate of Princeton University, Curtis began his career as an analyst with Salomon Brothers in 1987. Curtis is Vice Chair of the U.S. Treasury Department’s Treasury Borrowing Advisory Committee and a member of the Fixed Income Analysts Society Hall of Fame. He serves on the Board of Trustees of International House New York, an international cultural exchange program, and previously served on the Board of Directors of the Bond Market Association, a predecessor organization to SIFMA.

He is a member of the Board of Directors of Autism Speaks, the largest autism science and advocacy organization in the U.S., and the Board of Advisors of The New England Center for Children, a private, nonprofit autism research and education center.

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Ron Lumbra

Ron Lumbra is a Managing Director and Co-Leader of the Russell Reynolds Associates CEO and Board Services practice in the Americas. He has more than 14 years of experience advising prominent global organizations on board director recruitment, CEO recruitment, and board/CEO succession planning. In addition, Ron has significant expertise advising on building boards in postbankruptcy and other restructuring scenarios. Ron previously co-led the firm’s operations in the Americas and before that ran the New York and Houston offices.

Prior to joining Russell Reynolds Associates in 1998, Ron was with Amoco Corporation, where he served as Regional Vice President for Latin America in their Power Resources business. Previously, he was Vice President for the Americas at The AES Corporation. Before that, he was a Principal with the Trammell Crow Company. Ron began his career as a sales engineer at Hewlett-Packard.

Ron is the Board Chairman of KaBOOM!, a national nonprofit dedicated to creating playspaces for children. He is also a member of the Board of Trustees for the University of Vermont. Ron was formerly a Board Director for the Alumni Association of the University of Vermont, the Harvard Business School Club of Greater New York and the Houston Youth Symphony.

Ron received his B.S. in Mechanical Engineering from the University of Vermont and his MBA from Harvard Business School.

Dr Heather McGregor

Dr Heather McGregor owns and runs Taylor Bennett, the executive search firm that in the U.S. operates through its sister company Heyman Associates. She is a committed philanthropist in the area of employability and social mobility, having founded the Taylor Bennett Foundation in 2008, and is currently the chair of Career Academies Foundation, the UK offshoot of the U.S. charity the National Academy Foundation. She helped to found the 30% Club in 2010 and sits on its Steering Committee. Heather has an MBA from the London Business School and a PhD from the University of Hong Kong, and was awarded an Honorary Doctorate by the University of East London in recognition of her services to diversity.

Heather is also a columnist with the Financial Times, having written the Mrs Moneypenny column for 15 years. She is also the best-selling author of Mrs Moneypenny’s Careers Advice for Ambitious Women.

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Peter M. Felix CBE

Peter M. Felix has been President of the worldwide Association of Executive Search Consultants, based in New York, since 1998. Mr. Felix is a former executive search consultant, who has had extensive experience in association management, in management consulting and in industrial management.

During his career with the AESC Mr. Felix has expanded the organization so that it can effectively represent the executive search profession around the world. The AESC is today recognized by the American Government and European Commission as the official representative of Executive Search Consulting and deals with it on issues of policy matters and regulation.

Under his guidance the AESC has developed education and training programs, has promoted best practices and professionalism in executive search and has expanded its membership around the world.

The AESC has developed leading edge technology programs to support these initiatives. During his career in executive search, Mr. Felix specialized in senior international searches in a range of functions and industries. He practiced as a partner in search firms based in London, New York and Hong Kong.

From 1984 to 1994, Mr. Felix served the British-American Chamber of Commerce in New York and London as Director, President, and Chief Executive Officer. During his tenure, this transatlantic organization grew substantially and became a high-profile promoter of business between the United States and Britain. In 1992 he was awarded the CBE, an honor awarded by the Queen of the United Kingdom, in recognition of services to British commercial interests.

Mr. Felix spent much of his early career in Europe, serving as Vice President of Human Resources for the Bendix Corporation in Paris, as a management consultant in Algeria working for the Algerian Oil and Gas industry, and as Manager of Marketing Practices for IBM in the United Kingdom. He served with Voluntary Service Overseas in Bangladesh on graduating from University.

Born and educated in the United Kingdom, Mr. Felix received his B.A. in Social Studies and Law from Exeter University and MBA from INSEAD in Fontainebleau, France.

Abu Bundu-Kamara

Abu joined Pearson in March 2003. As Director of Diversity & Inclusion for Pearson, Abu leads the strategic development and implementation of the organisation’s Diversity and Inclusion strategy for the EMEA & APAC regions. He is responsible for the strategic direction Pearson takes with regards to its commitment to diversity and inclusion; broadly focusing on recruitment, how we manage our workforce, advising lines of business on equality and HR related issues, as well as communicating all diversity and inclusion plans effectively. Abu is a senior leader with more than fifteen years’ experience in business and human resource management.

In addition to his role at Pearson, Abu is a member of the Advisory Board for the Diversity in Publishing Network (DIPNET). He chairs a UK Network for Diversity Practitioners and speaks regularly at conferences on the topic of inclusion. In 2011, Abu joined the board of Wasafiri – Britain’s premier magazine for international contemporary writing. Published quarterly, it has established a distinctive reputation for promoting work by new and established diverse writers across the globe.

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Lord Davies of Abersoch CBE

Lord Davies is a Partner and Vice Chairman of Corsair Capital, a private equity firm specialising in financial services. He has a wide range of interests, including being Chairman of the Royal Academy of Arts Trustees, Chairman of Jack Wills and Chairman of the Garden Bridge Trust. He was Minister for Trade, Investment, Small Business and Infrastructure from January 2009 until May 2010.

Prior to that, he was Chairman and previously CEO, and served on the Board of Standard Chartered for over 12 years.

He was awarded a CBE for his services to the financial sector and the community in Hong Kong in June 2002 where he served as a member of the HK Exchange fund for seven years. Lord Davies is also a JP in Hong Kong.

Lord Davies is married with two children and is a fluent Welsh speaker.

Fiona Cannon OBE

Fiona has worked in the Financial Services Industry for 25 years and is the Group Director of Diversity and Inclusion for Lloyds Banking Group where she is responsible for the development and implementation of the diversity and inclusion strategy covering 90,000 employees, 30 million customers, the supplier diversity chain and community involvement.

Fiona will also be taking up a role of Chief Executive of the newly formed Agile Future Forum in July this year.

Fiona was awarded the OBE in the 2011 New Year’s Honours List for services to equal opportunities. She was also recognised as a Working Families Pioneer by Working Families in 2009.

Her public appointments include:-

Deputy Chair of EOC; Non-Executive Director of the Government Equalities Board and she is currently Chair of the Women’s Justice Taskforce providing the Government with recommendations on an alternative strategy for women in the criminal justice system.

Fiona has been a founder member of every employer-led diversity initiative in the UK over the last 25 years including Chair of Employers for Work-Life Balance and Chair of Employers for Childcare.

During that time, she has also provided advice to government on the development of equality legislation, most particularly as a member of the government’s Work and Parents Taskforce which made recommendations to the Government on the introduction of flexible working arrangements for parents at work.

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Valerie Jarrett

Valerie B. Jarrett is a Senior Advisor to President Barack Obama, head of the White House Office of Public Engagement and Intergovernmental Affairs, and Chair of the White House Council on Women and Girls.

Prior to joining the Obama Administration, Jarrett served as the CEO of The Habitat Company, headquartered in Chicago, Co-Chair of the Obama-Biden Presidential Transition Team, and Senior Advisor to President Obama’s 2008 presidential campaign.

Jarrett has held positions in both the public and private sector, including serving as Chairman of the Chicago Transit Board, the Commissioner of Planning and Development for the City of Chicago, and Deputy Chief of Staff for Mayor Richard M. Daley. She also practiced law with two private law firms.

Jarrett has also served in leadership roles for several corporate and non-profit boards, including Chairman of the Board at the Chicago Stock Exchange, Director of the Federal Reserve Bank of Chicago, and Chairman of the Board of Trustees for the University of Chicago Medical Center.Jarrett was recognized in 2013 as one of Time Magazine’s 100 Most Influential People.

She received her B.A. from Stanford University and her J.D. from the University of Michigan Law School.

Lauren Leader-Chivée

Lauren Leader-Chivée is an Executive Advisor to Deloitte Consulting and the founder and CEO of All In Together, a non-profit campaign dedicated to American women’s political and civic engagement.

Formerly the President of the global think tank Center for Talent Innovation and Managing Partner at Hewlett Chivée Partners LLC, she has a unique, data driven perspective on the future of corporate leadership, people driven innovation, women’s issues, talent management and diversity. Lauren advises global companies across industry and regularly speaks about these issues.

Lauren is a contributing editor to Marie Claire Magazine and writes regularly for Harvard Business Review and Inc. Her thought leadership has been featured in a wide range of media including the BBC, Dow Jones, CNN, Washington Post, NY Times and the Wall Street Journal. She is the co-author of Center for Talent Innovation publications ‘Executive Presence’ ‘Sponsor Effect UK’, ‘The Battle for Female Talent in India’ and ‘The X-Factor’. Her forthcoming book looks at why and how American diversity is it’s best and most underleveraged economic asset.

Earlier in her career she advised hedge funds, investment banks and Fortune 500 companies as an independent talent management consultant and as part of the human capital practice at Booz & Company. She also held leadership roles at OfficeTiger, Credit Suisse and Pfizer.

She is a term member of the Council on Foreign Relations and a graduate of Barnard College.

Follow Lauren on Twitter @laurenchivee

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Sallie Krawcheck

With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Recently named number 9 on Fast Company’s list of the “100 Most Creative People 2014”, she has also been referred to as one of the most successful and influential executives in financial services. From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust.

Krawcheck has often noted that “Investing in women is simply smart business” and is expressing this view through her ownership in the Ellevate companies. The Ellevate network is 34,000-strong (and growing) global professional woman’s network, the most expansive and diverse of its kind. Ellevate Asset Management has partnered with Pax World to recently launch the Pax Ellevate Global Woman’s Index Fund, which invests in the highest-rated 400 companies in the world for advancing women; it is the first and only fund of its kind.

Krawcheck’s embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIn’s INfluencer and more than 22,000 followers on Twitter.

A Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.

Eric Pliner

Eric Pliner is a Director with YSC, based in New York City. With more than fifteen years’ experience in leadership development, fostering creative intelligence, and strategic diversity and inclusion initiatives, Eric joined YSC in 2010. His experience in coaching, assessing, and developing senior executives and teams in the U.S. and around the world extends across such industries as luxury/apparel/accessories, FMCG, media and entertainment, pharmaceutical and life sciences, financial services, energy, government and non-profit organizations, and more. Before joining YSC, he served the City of New York as the Director of Talent Management and Organizational Development with the Department of Education; he has consulted for the Women’s Law Project of Pennsylvania, the Gender Equity Law Clinic of Rutgers University Law School, and the Wellesley College Center for Research on Women.

Eric is the author or co-author of a wide range of published academic, creative and professional works including award-winning case studies on diversity management for use by business professionals and faculty of MBA programs; the 2nd edition of the U.S. national standards for health education; and a theatrical parody for adults of children’s television cartoons. Eric has served on the faculty of Hunter College, City University of New York; he holds an MBA in Management & Organizational Behavior from the Zicklin School of Business at Baruch College, City University of New York, and a B.A. in American Studies and Peace & Justice Studies from Tufts University.

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